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Say you hire a helper to log your buys. You don’t want to share your password. Invite them as a team member instead. They sign in with their own email and see only the pages you pick. Go to Account > Team. For one made-up owner and two helpers walked through seats, roles, invites and pauses, see Team members, in depth.

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Seats

A seat is one person who can sign in to your account. You count as one. The Team tab shows how many seats you use, like 3 of 5 seats used. Each open invite also takes a seat until it is used or it runs out. On Premier, the tab says Your plan has no team seats. Pro has 5 seats, and you count as one. Click See plans to move up.

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Roles

Only you, the account owner, can invite a manager.

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Invite someone

1

Open the invite box

Click Invite someone. A box called Invite someone to your team opens.
2

Fill it in

Type their Email. Pick a Role: Manager or VA.
3

Pick their pages

Under Pages, click a page to turn it on or off. A new manager starts with every page on. A new VA starts with none. Turn on at least one page.
4

Send it

Click Send invite. SourceDock emails them a link. The link works for 7 days.
The open invite shows in the list until they accept. Click Cancel invite to take it back and free the seat.

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Which pages you can share

You can share Desk, Alerts, Vault, Scanner, Scout, Purchases, Recovery, Health, and Sales. A page your plan doesn’t have can’t be shared. Purchases has two levels:
  • Full: they can add and change purchases.
  • View only: they can see your purchases but can’t change them.
Team members with Purchases can see all your purchases. On the phone app, the Calculator follows Vault access, and Box photos follows Purchases access. A team member never sees Billing, Connections, Reports, Features, or Danger on the Account page. Only you can connect Amazon, change your plan, or delete the account.

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Accept an invite

Say your boss invited you. You get an email that says they invited you to their SourceDock team. Click Accept the invite.
  • No SourceDock account yet? Click Create account. Use the same email the invite went to. You come back to the invite after.
  • Already have an account? Click Sign in with that email.
Then click the button with the owner’s name, like Join Dana’s team. SourceDock opens the first page you were given. If you sign up with a password, check your email first. The invite only works for the email it was sent to. If you belong to more than one account, click Switch account at the top to move between them.

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Change or remove someone

On their row, click Change access to pick other pages, then Save. Click Remove to take them off the team. They lose access to your account right away. Their own SourceDock account, if they have one, stays. A team member can leave by themselves. On Account > Team, they click Leave team.

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When your plan gets smaller

Say you move from Pro to Premier with 3 team members. Premier has no team seats. Your team members stay on the list, but they are paused and can’t open anything. A paused member sees The account owner’s plan has no seat for you right now. Ask the account owner to pick you. A bar offers you See plans. If your plan has some seats but fewer than your team, the bar asks you to Pick who stays instead. Tick the people to keep and click Save. Until you pick, the people who joined first keep their seats.